RA

Rise Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$772K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.8M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$246K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$99.5K

Top Sells

1
+$1.51M
2
+$731K
3
+$399K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$300K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$265K

Sector Composition

1 Financials 7.1%
2 Technology 7.07%
3 Consumer Discretionary 3.81%
4 Industrials 3.21%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$23.4K 0.01%
438
+6
552
$23.4K 0.01%
292
-13
553
$23.3K 0.01%
250
+1
554
$23.3K 0.01%
104
+1
555
$23.3K 0.01%
878
-542
556
$23.3K 0.01%
297
-32
557
$23.3K 0.01%
19
558
$23.2K 0.01%
440
559
$23.2K 0.01%
148
+1
560
$23.2K 0.01%
756
+8
561
$23.1K 0.01%
124
+3
562
$23.1K 0.01%
133
+1
563
$23K 0.01%
339
+4
564
$22.9K 0.01%
146
+1
565
$22.9K 0.01%
396
+1
566
$22.9K 0.01%
111
-3
567
$22.9K 0.01%
268
+2
568
$22.8K 0.01%
80
569
$22.7K 0.01%
49
570
$22.7K 0.01%
205
-103
571
$22.6K 0.01%
397
+3
572
$22.5K 0.01%
217
573
$22.5K 0.01%
1,188
+28
574
$22.5K 0.01%
342
+1
575
$22.4K 0.01%
102
21 22
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